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dbl001
Level 1

Migrate from QuickBooks Self-Employed to QuickBooks Desktop for Mac

I am running QuickBooks Self-Employed.  I want to export my data from QuickBooks Self-Employed.  The tutorials indicate there is a 'download' icon.

However, In the Transactions Screen, there is no 'download' icon next to the all the filters. 

Any suggestions?

5 Comments 5
AldritchM
QuickBooks Team

Migrate from QuickBooks Self-Employed to QuickBooks Desktop for Mac

Hi there, @dbl001.

 

Currently, migrating the data from QuickBooks Self-Employed to QuickBooks Desktop for Mac is unavailable. But if you still wish to download the transactions, the download icon can be found beside the search bar.

 

 

If the download icon cannot be seen,  I'd recommend doing a basic troubleshooting there might be a cache issue. Here's how:

 

Login to your QuickBooks Online account through a private or incognito window. This browser window doesn't use the existing cache files, which makes it a good place to find out if there's an issue with the browser.

 

The first step is accessing QuickBooks Online through the private or incognito window.

 

Let's use these shortcut keys to get started:

  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Google Chrome browser: Ctrl + Shift + N
  • For Safari Browser: Command + Shift + N

 

If it works, return to your regular browser and clear its cache. If not, use other supported web browsers. The current one you're using may have a temporary issue with QuickBooks. Utilizing a new browser allows you to get back to working order.

 

Additionally, I'd like to leave this article to learn how to export your receipts: Export receipts from QuickBooks Self-Employed.

 

If you have more questions about managing your data or banking, don't hesitate to click the reply button. I'm always around to help!

4Gal
Level 11

Migrate from QuickBooks Self-Employed to QuickBooks Desktop for Mac

@dbl001 

You will need to take multi steps:

1. Convert your data to QB Online

2. Convert your data to QB Desktop. You should using the trial version of QB Desktop 2021 Pro or purchase a 3rd party conversion service.

3. Open your converted file on QB Desktop 2021 Pro and converted it to QB Desktop 2021 Mac. Then you can purchase  QB Desktop Mac with a non subscription license or QB Desktop 2024 Mac Plus.

dbl001
Level 1

Migrate from QuickBooks Self-Employed to QuickBooks Desktop for Mac

The download icon in QuickBooks Self-Employed only works in Chrome (not Safari).

dbl001
Level 1

Migrate from QuickBooks Self-Employed to QuickBooks Desktop for Mac

>> Convert your data to QB Online

How?  Do I change my subscription from 'Self-Employed' to Quick-Books Online - 'Simple Start' or 'Essentials'?

4Gal
Level 11

Migrate from QuickBooks Self-Employed to QuickBooks Desktop for Mac

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